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1,581 hedge funds and large institutions have $34.5B invested in Shell in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 522 increasing their positions, 521 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 240 | Existing positions closed: 76

100% more funds holding in top 10

Funds holding in top 10: 1632 (+16)

77% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $769M

30% more capital invested

Capital invested by funds: $26.6B → $34.5B (+$7.93B)

9% more funds holding

Funds holding: 1,4501,581 (+131)

0.51% more ownership

Funds ownership: 12.59%13.11% (+0.51%)

0% more repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 521

Holders
1,581
Holders Change
+131
Holders Change %
+9.03%
% of All Funds
19.48%
Holding in Top 10
32
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+100%
% of All Funds
0.39%
New
240
Increased
522
Reduced
521
Closed
76
Calls
$1.36B
Puts
$769M
Net Calls
+$591M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
1201
Mosaic Family Wealth Partners
Missouri
$241K +$209K +2,592 New
DI
1202
Disciplined Investors
Texas
$241K +$209K +2,589 New
KIC
1203
Keating Investment Counselors
Florida
$239K +$208K +2,575 New
CA
1204
Calton & Associates
Florida
$239K -$405K -5,006 -66%
BC
1205
Bridgefront Capital
Texas
$239K +$208K +2,570 New
HFAS
1206
Hummer Financial Advisory Services
Illinois
$239K +$208K +2,569 New
IF
1207
Integrity Financial
Wyoming
$239K +$208K +2,569 New
SBWIC
1208
Schaper Benz & Wise Investment Counsel
Wisconsin
$239K -$32.3K -400 -13%
SAM
1209
Secure Asset Management
Michigan
$238K +$207K +2,563 New
WDG
1210
Wealth Dimensions Group
Ohio
$238K +$207K +2,558 New
SFWA
1211
Summit Financial Wealth Advisors
Louisiana
$238K +$207K +2,556 New
EWS
1212
Evergreen Wealth Solutions
Pennsylvania
$238K +$207K +2,556 New
VST
1213
Van Strum & Towne
California
$238K +$206K +2,555 New
FSA
1214
Financial Sense Advisors
California
$237K +$206K +2,551 New
CCG
1215
Chatham Capital Group
Georgia
$237K +$206K +2,550 New
IWS
1216
Insight Wealth Strategies
California
$237K +$206K +2,549 New
FCAS
1217
First Command Advisory Services
Texas
$237K +$92.4K +1,143 +81%
CCG
1218
Cypress Capital Group
Florida
$236K +$205K +2,539 New
CGA
1219
Crescent Grove Advisors
Illinois
$236K -$78.2K -968 -28%
NWM
1220
Nolet Wealth Management
Texas
$236K +$205K +2,533 New
Calamos Advisors
1221
Calamos Advisors
Illinois
$236K +$205K +2,533 New
CWM
1222
Calamos Wealth Management
Illinois
$236K +$205K +2,533 New
7WCP
1223
71 West Capital Partners
Massachusetts
$235K +$204K +2,528 New
PIM
1224
Penobscot Investment Management
Massachusetts
$235K +$204K +2,523 New
RIA
1225
Retirement Investment Advisors
Oklahoma
$234K +$15.1K +187 +6%